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Portfolio (Quarterly) Guide ↗

Byrne Asset Management LLC

· CIK 0001911322
13F Portfolio $185M AUM 594 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 73 New 89 Added 190 Reduced 48 Exited
Page 11 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ELANCO ANIMAL HEALTH INC 5,820.0 $143K 0.08% NEW $24.61
202 EOSE EOS ENERGY ENTERPRISES ICLASS A Industrials 24,100.0 $142K 0.08% NEW $5.88 -35.2%
203 IPGP IPG PHOTONICS CORP Technology 1,185.0 $139K 0.07% NEW $117.32 -37.6%
204 HNRG HALLADOR ENERGY CO Energy 7,790.0 $135K 0.07% -2K -19.3% $17.39 -11.6%
205 FLR FLUOR CORP NEW Industrials 2,575.0 $135K 0.07% -3K -51.0% $52.39 +0.1%
206 HERTZ GLOBAL HLDGS INC N 59,200.0 $134K 0.07% NEW $2.27
207 NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS Healthcare 2,785.0 $134K 0.07% $47.94 -2.5%
208 UAMY UNITED STS ANTIMONY CORP Basic Materials 18,220.0 $132K 0.07% +990.0 +5.8% $7.26 -24.4%
209 ESLT ELBIT SYSTEMS LTD F Industrials 173.0 $131K 0.07% $758.72 -2.3%
210 PLTR PALANTIR TECHNOLOGIES INCLASS A Technology 1,123.0 $131K 0.07% +430.0 +62.0% $116.67 +54.2%
211 NEE NEXTERA ENERGY INC Utilities 1,484.0 $130K 0.07% $87.77 -4.7%
212 LMT LOCKHEED MARTIN CORP Industrials 252.0 $128K 0.07% $509.46 +10.6%
213 LUMEN TECHNOLOGIES INC 16,700.0 $128K 0.07% NEW $7.68
214 APD AIR PRODS & CHEMS INC Basic Materials 434.0 $127K 0.07% $293.18 +4.1%
215 BACKBLAZE INC CLASS A 7,990.0 $127K 0.07% NEW $15.86
216 CHEWY INC CLASS A 6,420.0 $126K 0.07% NEW $19.65
217 NWPX NWPX INFRASTRUCTURE INC Industrials 835.0 $125K 0.07% $149.94 -26.6%
218 BWMN BOWMAN CONSULTING GROUP Industrials 4,254.0 $124K 0.07% +36.0 +0.8% $29.20 +45.9%
219 AGX ARGAN INC Industrials 155.0 $124K 0.07% $798.55 -37.2%
220 KTOS KRATOS DEFENSE & SEC SOL Industrials 2,481.0 $124K 0.07% NEW $49.86 +14.7%
Page 11 of 30  ·  591 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.6%
Financial Services 14.8%
Healthcare 9.6%
Consumer Cyclical 8.8%
Industrials 8.1%
Communication Services 5.4%
Consumer Defensive 4.2%
Utilities 3.6%
Energy 3.0%
Basic Materials 2.7%